Have Questions About ESOPs? You're not Alone.

Clients often come to us with little knowledge of ESOPs. We get it. Time is tight. But ultimately, if you were considering a liquidity event, wouldn't you want to know all your options?

An ESOP Resource for any Schedule


Whether you have a couple minutes or an hour, we have resources that explain the significant tax, liquidity, and legacy-building advantages of an employee stock ownership plan (ESOP).

2min final

Quick Reference

Your concise, one-pager on ESOPs. From basic rules to benefits, it's a great go-to resource.

30min final


Learn the process behind a transaction with this on-demand audio.

1hr final


A comprehensive video covering the unique and wide-ranging benefits of an ESOP.

ESOPs are Industry Agnostic


We've completed hundreds of leveraged ESOP transactions for a range of privately-owned, middle market businesses.


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Apparel & Consumer Goods

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Business Process Outsourcing

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Construction & Engineering

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Dining & Hospitality

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Financial Services

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Government Contractors

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Healthcare & Wellness

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Manufacturing & Industrial Materials

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Marketing & Communications

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Recruiting & Staffing

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Technology & Software

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Transportation & Trucking

Why CSG Partners?


Since 2000, our nationally-recognized team has helped more businesses utilize leveraged ESOPs than anyone else. 



in Enterprise Value



Could an ESOP be Right for You?


If you’ve thought about selling your business, or if you've considered other opportunities to take some money off the table, a leveraged ESOP may be an attractive option. Answer a few simple questions to see if it’s worth exploring an ESOP plan for your business.